Quality & Sustainability
About Us
Intelligent Investor AG was founded in 2020 by Ermal Alili.
Our Principles
Our investment advisory services are based on the proven principles of value investing, as developed by Benjamin Graham, Warren Buffett, and Charlie Munger. We primarily focus on publicly traded companies in developed markets, with a clear emphasis on the USA, to identify attractive return opportunities within manageable risk.
Our Goals
Our goal is to generate above-average returns by selectively investing in a small number of global, resilient, and high-quality companies with attractive valuations. We intend to hold for the long-term and consistently invest in companies where we also commit our own capital to.
Our Standards
Ermal Alili offers certified and high-quality investment advisory services exclusively for institutional clients in Switzerland. He is registered under ID EA31289 in the investment advisor register of BX Swiss AG and is a member of the Ombudsman Office for Financial Service Providers (OFD), ensuring the highest standards in advisory services.
Philosophy
Our strategy is based on identifying quality stocks using the Graham & Dodd value investing principles and can be described as follows.
Understandable Business Model
The company should be easy to understand.
Competent Management
The management acts with a long-term perspective and in a shareholder-friendly manner.
Enduring Competitive Advantages
Protection through brand, patents, and high market entry barriers.
Strong Balance Sheet
Companies that do not require debt capital to survive.
High Margin of Safety
The stock price must be significantly below its intrinsic value.
Limit External Risks
No dependence on unpredictable factors such as commodity prices or regulations.
Corporate Sustainability
For institutional clients, we conduct comprehensive sustainability tests on potential investments, focusing on three key areas: exclusion criteria, best-in-class ESG score comparisons, and CO2 intensity.
Contact Us
Contact
+41 76 430 63 09
Address
Intelligent Investor AG
Churstrasse 47
8808 Pfäffikon SZ
Schweiz